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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1951
Madison Asset Management
Wisconsin
$826K
HAIM
1952
Hunter Associates Investment Management
Pennsylvania
$824K
DA
1953
Doliver Advisors
Texas
$824K -$159K -2,375 -17%
WG
1954
Winton Group
United Kingdom
$823K -$4.87M -72,989 -86%
TC
1955
TFR Capital
Texas
$822K +$495K +7,410 +182%
RWM
1956
Revisor Wealth Management
Ohio
$820K +$479K +7,165 +170%
DFCM
1957
Dark Forest Capital Management
Puerto Rico
$820K +$765K +11,452 New
FDCP
1958
Foster Dykema Cabot & Partners
Massachusetts
$820K -$4.88K -73 -0.6%
ES
1959
Eagle Strategies
New York
$820K -$130K -1,952 -15%
GWA
1960
Geometric Wealth Advisors
District of Columbia
$818K +$1.94K +29 +0.3%
VCM
1961
Versant Capital Management
Arizona
$817K +$183K +2,737 +32%
AF
1962
Aldebaran Financial
$817K +$11.7K +175 +2%
FA
1963
Faithward Advisors
Pennsylvania
$815K -$14.6K -218 -2%
GIA
1964
GHP Investment Advisors
Colorado
$815K +$8.62K +129 +1%
ECM
1965
Elgethun Capital Management
South Dakota
$812K +$37.2K +557 +5%
DFG
1966
Delta Financial Group
New Jersey
$811K -$1.07K -16 -0.1%
RWPA
1967
Richard W. Paul & Associates
Michigan
$811K -$74.9K -1,121 -9%
CFS
1968
Commonwealth Financial Services
West Virginia
$811K +$11.8K +177 +2%
PWAM
1969
Pinnacle West Asset Management
Wyoming
$810K +$8.68K +130 +1%
RC
1970
Rahlfs Capital
Texas
$807K
WMA
1971
West Michigan Advisors
Michigan
$805K -$15.3K -229 -2%
PWM
1972
Proathlete Wealth Management
Florida
$805K +$15.9K +238 +2%
OFS
1973
OMC Financial Services
New York
$804K
BONST
1974
Bank of Nova Scotia Trust
Ontario, Canada
$803K -$44.9K -672 -6%
BZWA
1975
Blue Zone Wealth Advisors
California
$801K -$33K -494 -4%